1. Planning to Plan Cheri Hayes Consultant to Nebraska Lifespan Respite Statewide Sustainability Workshop June 23-24, 2015 © 2011 The Finance Project. Used under license.

2. Getting Started  Assess readiness  Define your Local Lifespan Respite Network initiative  Clarify planning parameters  Decide whose input is needed  Decide how that input should be structured and managed  Develop a work plan  Tools: Logic Model Worksheets © 2011 The Finance Project. Used under license.

3. 1. Assess Readiness  Are you ready to undertake sustainability planning Are you far enough along in implementation? Do you and your key stakeholders have time and interest? Are you required to do this work? Is it good timing? (stable leadership, no other major issues requiring your time and attention) © 2011 The Finance Project. Used under license.

4. 2. Define “Initiative”  Often many levels within “initiatives” and the organizations that run them Multiple programs Multiple delivery sites Multiple levels of governance  Possible to focus sustainability planning at any and all of these levels  Need to clarify your focus up front © 2011 The Finance Project. Used under license.

5. 3. Define Planning Parameters  What is the timeframe for developing your plan? Work backward from your deadline  What resources are available? Staff Funding to support meeting costs, consultant, etc  How much time can you expect your planning group members to devote to meetings, homework, completion of the plan?  What timeframe do you want your sustainability plan to cover (one year, three years, five years)? © 2011 The Finance Project. Used under license.

6. 4. Decide Who to Include  Internal Governance, management, staff members  External Stakeholders, partners, potential partners Those with influence – key decision makers, local policy makers, local administrators, funders, business leaders, health care providers Those with information – researchers, local organization leaders, budget and development personnel © 2011 The Finance Project. Used under license.

7. 1. Clarify Vision and Desired Results  Vision – Conception of what success would look like  Ultimate Results – Long-term goals for family members with disabilities, family caregivers, and the community © 2011 The Finance Project. Used under license.

8. Tips for Success Include individuals with:  Historical perspective  “Ground level” knowledge and experience  Familiarity with local policies, politics and resources  Power to adopt the plan  Power to implement the plan © 2011 The Finance Project. Used under license.

9. 5. How to Structure Input  Existing governance entity completes the planning process Significant staff support to gather and analyze information Appropriate if you have an active board or planning group that includes key stakeholders  Create a working group to complete the planning process Include key governance members and others © 2011 The Finance Project. Used under license.

10. 6. Develop a Workplan  Review all of the modules of the workbook  Consider planning you have already done  Consider the time and resources you have available to support planning  Consider what combination of large group meetings, sub-committee meetings, external community gatherings, and staff work makes the most sense  Design a work plan that includes key steps, deadlines and assignments of responsibility for interim work; clear meeting schedule © 2011 The Finance Project. Used under license.

11. Planning to Plan: Considerations  Balance the need for broad input with keeping the process manageable and efficient Small groups do intensive planning and the entire board provides review and input at critical points in the process  Be realistic about the need for staff time to support effective planning – it can’t all be done by volunteers  If your board lacks cohesiveness or there are strained relationships among key stakeholders, consider using an outside facilitator © 2011 The Finance Project. Used under license.